Aletheian Wealth Advisors LLC
CIK: 0001922281SEC EDGAR →
Portfolio Value
$215.2M
Holdings
101
As of
Q3 2025
New Positions
5
Closed Positions
4
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 179,143 | $26.1M | 12.13% |
| 2 | VANGUARD BD INDEX FDS | 299,241 | $22.3M | 10.34% |
| 3 | VANGUARD TAX-MANAGED FDS | 360,830 | $21.6M | 10.05% |
| 4 | VANGUARD CHARLOTTE FDS | 197,956 | $9.8M | 4.55% |
| 5 | VANGUARD INTL EQUITY INDEX F | 168,551 | $9.1M | 4.24% |
| 6 | INVESCO EXCHANGE TRADED FD T | 122,142 | $8.4M | 3.92% |
| 7 | ISHARES TR | 11,986 | $8.0M | 3.73% |
| 8 | VANGUARD INDEX FDS | 66,807 | $6.1M | 2.84% |
| 9 | ISHARES TR | 51,663 | $5.5M | 2.56% |
| 10 | VANGUARD INTL EQUITY INDEX F | 33,085 | $4.7M | 2.19% |
Quarterly Changes
Top Buys
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 56 | $176.7M | 82.1% |
| Technology | 14 | $18.2M | 8.5% |
| Communication Services | 5 | $4.9M | 2.3% |
| Unknown | 4 | $4.6M | 2.1% |
| Consumer Cyclical | 4 | $4.2M | 1.9% |
| Healthcare | 6 | $2.3M | 1.1% |
| Consumer Defensive | 4 | $1.8M | 0.8% |
| Energy | 3 | $1.1M | 0.5% |
| Industrials | 3 | $959K | 0.4% |
| Basic Materials | 2 | $493K | 0.2% |